It is almost taken for granted that European share market always underperform other major markets like the US. If we split the returns of the European and the US market using the key investable benchmark, MSCI Europe and the Standard and Poor’s 500 (SPY ETF) decade by decade over the last 50 years. The US […]
Is The Rebound In The Hang Seng Index For Real?
Hang Seng Index is the benchmark index for Hong Kong. The index represent 50 of largest companies listed in Hong Kong. Since China’s financial system is a closed to the outside world, the Hang Seng share market is commonly refered to as the proxy for the Chinese market. The Hang Seng index today is a […]
US REIT List
The US REIT market accounts for some of the largest REITs in the world and is a multiple size of the Australian REITs. One of the advantage of investing into a larger market is that there a multitude of more investment options which allows for more effective diversification. The Australian market is heavily weighted towards […]
List of European REITs and ETF
International equity exposure can provide diversification benefits for investors. Unless your broker offers direct access to European or US markets unlike Australian Real Estate Investments Trusts, there are really no options for Australian investors to gain equity exposure to European REITs. There are no listed index funds Australian investors can buy which invest in European […]
Is it time to buy emerging market shares?
Emerging market equities (EM) has been taking a beating since Trump won the US election. The rise in the US dollar particularly against the Yen and Euro. This is primarily driven by the rise the relative yields and it is too early to say if the market forecast in rising inflation or real yield will […]
Paypal (PYPL) – Long Runway for Growth
Who owns Paypal? Paypal (PYPL) is a publicly listed company on the NASDAQ. Up until recently it was a division of Ebay but in 2015 Ebay under activist investor pressure decide to split Paypal from Ebay. We have a decent Paypal position in our US equity portfolio because it has an industry leading payments business, […]
Nikkei 225 Index – No Mans Land
Bank of Japan disappointed the markets by not expanding its quantitative easing program in its most recent meeting. The disappointment is exacerbated from positive signs contrary to its ultimate position leading up to the meeting. The Nikkei index which is a key indicator of the overall Japanese equity markets like the Australia 200 Index fell 1000 […]
Top 3 picks from our US Shares Watchlist
There is no reason for us to just focus our efforts to Australia in search of value. Whilst there are there are many good shares to buy on the ASX. We see the global equity markets as our oyster and invest in shares listed on the US. US shares forms a key plank of our investment portfolio. We prefer the […]